Cordant Wealth Partners

DECEMBER 11, 2020

There now exists a meaningful incentive for many long-time Intel employees to retire from Intel before May 2021. Free Resources: Intel Years of Service and Benefits [Excel download]. Pension: Lump Sum vs. Monthly Income [Excel download]. Pension: Lump Sum vs. Monthly Income [Flowchart; pdf download]. Is Intel doing this?

Retirement 52

Retirement Planning Accounting Insurance 52

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So there are a number of us heading in out of college into the BLS. And I spent a lot of time working with folks helping with contract escalation, identifying the right index for them.

Portfolio 130

Portfolio Management Assets Investing 130

Good Financial Cents

AUGUST 9, 2022

Another option is to invest in TIPS, which stands for Treasury Inflation-Protected Securities. Another option is to invest in TIPS, which stands for Treasury Inflation-Protected Securities. Inflation-indexed bonds are debt securities issued by the United States government that provide protection against inflation. Ads by Money.

Government 52

Government Taxes Accounting Investing 52

Brown Advisory

SEPTEMBER 6, 2022

Download it here > The Capital Cycle Supply chain shenanigans across the world and subsequent shortages alongside soaring inflation have set us thinking about the capital cycles we see across numerous global industries, in particular energy, commodities and semiconductors. In short, it is all about the supply-side, not demand.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We have seen these factor risks play out many times.

Investing 52

Investing Investments Portfolio Accounting 52

Good Financial Cents

OCTOBER 10, 2022

15: Rent Out Space In Your Home. #16: 17: Rent Out Your Car. A high-yield savings account won’t net much passive income, but it can help you secure a decent savings return. You’re protected up to $250,000 per depositor, per institution) if your bank defaults or goes out of business. 13: Start a Membership Site. #14:

Accounting 69

Accounting Investing Investments Certification 69

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. Our investment philosophy has not changed over time but as our investors know we always challenge what we do and believe there is room to continually improve our process and develop as investors.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Barry Ritholtz: 00:00:06 This week on the podcast, I have an extra special guest.

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Management Investing Investments Portfolio 154

Brown Advisory

JUNE 3, 2015

There were 925 investment funds that incorporate environmental, social or governance factors in their approach as of the end of 2014, according to US SIF Foundation. Many diversified equity managers look for sustainability themes such as “big data,” or innovations in the use of real-time data to calibrate the use of water or energy.

Portfolio 52

Portfolio Portfolio Management Clients Assets 52

The Big Picture

DECEMBER 28, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The last time we spoke, we really were talking about the retirement crisis, and we spent a little bit of time discussing Vanguard. Let’s delve into it a little bit.

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Management Investing Investments Clients 180

Nationwide Financial

AUGUST 24, 2022

Knowing their monthly expenses, social security plans, long term tax implications, and more can be important steps in helping clients prepare for retirement. Even with Medicare, retirees will be faced with monthly premiums and potential annual out of pocket expenses. 2 – Make a plan for Social Security.

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Retirement Planning Taxes Retirement Planning 122

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But who knew at the time? And then when I came out, I felt like I wanted to learn more about business analysis compared to stocks, even though that was my passion for stocks.

Management 130

Management Investing Investments Government 130

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. The transcript from this week’s, MiB: Anat Admati on Regulations and Techlash , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. RITHOLTZ: OK. RITHOLTZ: But?

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Banking Government Insurance Taxes 198

Brown Advisory

MARCH 27, 2023

Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). The most basic way to think about the difference in interest rates is the cost of time.

Banking 90

Banking Economics Insurance Assets 90

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Even though he was an A student, he hung out with the wrong character, the wrong kids.   The transcript from this week’s, MiB: John Hope Bryant, Operation Hope , is below.

Banking 143

Banking Economics Economy Business Planning 143

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, Rick Rieder runs fixed income at BlackRock. RIEDER: Of all time. He helps to oversee $2.5

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

AUGUST 29, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. Eric Balchunas is someone I’ve known from both the ETF industry and Bloomberg for, I don’t know, a decade or two, and we hang out in a lot of the same circles. Time to start.”

Assets 164

Assets Management Marketing Marketing 164

Clever Girl Finance

FEBRUARY 15, 2023

Have you considered starting your own business , but are worried about the amount of work it would take to run it? With some work in the beginning, there are businesses that run themselves over time. The types of businesses that run themselves range from physical property rentals to digital product sales.

Startup 59

Startup Advertising Sales License 59

Brown Advisory

NOVEMBER 13, 2023

The importance of evaluating social factors in mortgage bond analysis bgregorio Mon, 11/13/2023 - 09:02 Download the Article Social factors such as housing affordability and demographic data have never been more relevant in the mortgage markets. The 30-year fixed mortgage rate in the U.S.

Investing 52

Investing Investments Portfolio Clients 52

Clever Girl Finance

SEPTEMBER 11, 2023

Like many, you might shudder at the word budget, or perhaps it sounds too boring or challenging to figure out. Using budgeting best practices means planning out exactly how you’ll use your money , and this can be tailored to suit your specific lifestyle and situation with the 50-30-20 rule. Is the 50-30-20 budget gross or net?

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Budgeting Taxes Transportation Healthcare 82

Clever Girl Finance

FEBRUARY 10, 2023

Perhaps it sounds too boring or challenging to figure out. A budget plans out exactly how you'll use your money and this can be tailored to suit your specific lifestyle and situation. So if you're not into details or if you're just starting out, this budget is fail-safe and easy to implement. What is a 50-30-20 budget?

Budgeting 97

Budgeting Taxes Transportation Healthcare 97

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. This is a fascinating conversation about business growth and leadership and management and how to run a team.  The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below.

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Clients Management Engineering Investing 154

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. Ramit Sethi is a fascinating guy with really an amazing and fascinating career, starting out studying psychology and a little bit of finance at Stanford. So… RITHOLTZ: Forever.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Indigo Marketing Agency

JULY 23, 2020

Then, when it’s time for your ideal prospect to choose an advisor or get help with an issue they’re facing, your firm is the first that comes to mind. To stay on top of your financial advisor blogging, we recommend creating a marketing calendar for the year that lists out all of the blog posts you plan on releasing.

Financial Advisor 52

Financial Advisor Clients Education Financial Planning 52

The Big Picture

AUGUST 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was more talking about right out of college.  The transcript from this week’s, MiB: Dan Harris, 10% Happier , is below. Anyway, I have a really fun guest. HARRIS: Yes, yes.

Medical 130

Medical Transportation Investing Investments 130

Good Financial Cents

FEBRUARY 17, 2023

For more details, check out our M1 Finance review. For more information, check out our full Personal Capital review. See all your investments in one secure online portal Track your net worth and spending 100% free app Open a Free Account 4. With that in mind, let’s get to the apps so you can start making extra cash right away.

Accounting 69

Accounting eCommerce Investing Investments 69

Good Financial Cents

JULY 6, 2023

Building wealth takes time and patience, but it also requires you to take real, actionable steps with your money. The reality is, there are plenty of situations where you could have turned $100 into thousands, tens of thousands or even hundreds of thousands had you invested at the right time. We may be compensated if you click this ad.

Investing 98

Investing Investments Accounting Certification 98

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. She is an author and former hedge fund trader, specializing in distressed assets.

Assets 277

Assets Investing Investments Management 277

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. The transcript from this week’s, MiB: Sean Dobson, Amherst Holdings , is below.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Let’s start out a little bit going over some of your background. ASNESS: — over time.  The transcript from this week’s, MiB: Cliff Asness, AQR , is below. I wrote it.

Valuation 164

Valuation Investing Investments Numbers 164

The Big Picture

DECEMBER 12, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The low price stock fund now runs about $25 billion. So this isn’t a small fund that managed to eke out a couple of basis points. And the value line has all these statistical patterns.

Management 259

Management Investing Investments Retail 259

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You turned out to be the first dual economics financial management major at Quinnipiac.   The transcript from this week’s, MiB: Brian Hamburger, MarketCounsel , is below. Has that closed?

Compliance 154

Compliance Wealth Management Clients Management 154

The Big Picture

DECEMBER 20, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Fortunately for them, they were out of Russia long before the most recent invasion of Ukraine happened. And my parents told me I had to find a job at the same time. RITHOLTZ: Sure.

Banking 154

Banking Assets Government Investing 154

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. RITHOLTZ: So let’s start out with a little bit on the work you do. It runs with Damodaran. RITHOLTZ: It only took me nine times and I got it right. I know you will also.

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

FEBRUARY 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is a writer for Vanity Fair, for the New York Times, for Bloomberg. You start writing for the Raleigh Times. And I actually started out of business school. COHAN: Yeah.

Engineering 254

Engineering Banking Management Numbers 254

The Big Picture

NOVEMBER 21, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. His firm, altimeter Capital, runs over $10 billion. He, he chose a, a challenging time. So it was tough times in America, you know, growing up where I did in Northwest Indiana.

Investing 246

Investing Investments Startup Accounting 246